Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $8.08 Trillion
  • Q2 2025

Neos Investment Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.08 Trillion distributed in 1090 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $575B, Microsoft Corp with a value of $552B, Apple Inc. with a value of $450B, Amazon Com Inc with a value of $313B, and Broadcom Inc. with a value of $254B.

Examining the 13F form we can see an increase of $2.81T in the current position value, from $5.27T to 8.08T.

Neos Investment Management LLC is based out at Westport, CT

Below you can find more details about Neos Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.08 Trillion
Technology: $1.81 Trillion
Communication Services: $890 Billion
Consumer Cyclical: $801 Billion
Healthcare: $637 Billion
Financial Services: $593 Billion
Industrials: $589 Billion
ETFs: $430 Billion
Consumer Defensive: $391 Billion
Other: $541 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$30.1 Billion 0.37% of portfolio
189,012
Q2 2025 Added 18.16%
$93.6B
$30 Billion 0.37% of portfolio
58,883
Q2 2025 Added 65.7%
$452B
$29.6 Billion 0.37% of portfolio
194,101
Q2 2025 Added 17.44%
$108B
$28.8 Billion 0.36% of portfolio
314,259
Q2 2025 Added 55.11%
$684B
$29.2 Billion 0.36% of portfolio
133,667
Q2 2025 Added 27.11%
$405B
$28.9 Billion 0.36% of portfolio
78,888
Q2 2025 Added 18.57%
$111B
$26.5 Billion 0.33% of portfolio
82,202
Q2 2025 Added 56.86%
$306B
$26.5 Billion 0.33% of portfolio
102,906
Q2 2025 Added 18.28%
$89.6B
$26.8 Billion 0.33% of portfolio
1,197,150
Q2 2025 Added 57.18%
$245B
$25.5 Billion 0.32% of portfolio
81,753
Q2 2025 Added 22.72%
$381B
$25.3 Billion 0.31% of portfolio
535,425
Q2 2025 Added 16.21%
$84.1B
$24.1 Billion 0.3% of portfolio
357,656
Q2 2025 Added 48.5%
$178B
$23.8 Billion 0.3% of portfolio
206,686
Q2 2025 New
$22.7B
$23.3 Billion 0.29% of portfolio
104,616
Q2 2025 Added 60.09%
$261B
$23.5 Billion 0.29% of portfolio
129,110
Q2 2025 Added 26.13%
$94.6B
$23.8 Billion 0.29% of portfolio
96,546
Q2 2025 Added 65.15%
$210B
$22.2 Billion 0.28% of portfolio
75,422
Q2 2025 Added 27.04%
$145B
$22 Billion 0.27% of portfolio
61,662
Q2 2025 Reduced 7.52%
$61.9B
$21.9 Billion 0.27% of portfolio
206,948
Q2 2025 Added 60.97%
$97B
$22 Billion 0.27% of portfolio
71,448
Q2 2025 Added 53.34%
$229B
$21.9 Billion 0.27% of portfolio
160,849
Q2 2025 Added 23.11%
$78.6B
$20.7 Billion 0.26% of portfolio
278,320
Q2 2025 Added 47.32%
$232B
$21.2 Billion 0.26% of portfolio
77,911
Q2 2025 Added 25.95%
$302B
$20.7 Billion 0.26% of portfolio
258,875
Q2 2025 Added 14.55%
$118B
$20.5 Billion 0.25% of portfolio
7,850
Q2 2025 Added 63.85%
$27.8B
$20.1 Billion 0.25% of portfolio
478,558
Q2 2025 Added 113.69%
$203B
$19.7 Billion 0.24% of portfolio
248,610
Q2 2025 Added 21.55%
$95.7B
$19.2 Billion 0.24% of portfolio
37,360
Q2 2025 Added 83.33%
$218B
$19.5 Billion 0.24% of portfolio
50,200
Q2 2025 Added 0.2%
Ge Vernova Inc
-
$18.2 Billion 0.23% of portfolio
-
Q2 2025 Added 14.39%
$302B
$18.9 Billion 0.23% of portfolio
131,755
Q2 2025 Added 13.18%
$136B
$18.6 Billion 0.23% of portfolio
53,187
Q2 2025 Added 73.66%
$57.5B
$18.5 Billion 0.23% of portfolio
177,818
Q2 2025 Added 49.28%
$86B
$18.9 Billion 0.23% of portfolio
69,125
Q2 2025 Added 57.68%
$207B
$18.7 Billion 0.23% of portfolio
150,449
Q2 2025 Added 27.11%
$6.4B
$18 Billion 0.22% of portfolio
199,935
Q2 2025 Added 3,080.64%
$75.3B
$17.5 Billion 0.22% of portfolio
536,444
Q2 2025 Added 54.43%
$254B
$18 Billion 0.22% of portfolio
25,371
Q2 2025 Added 26.58%
$172B
$17.4 Billion 0.22% of portfolio
16,914
Q2 2025 Added 26.72%
$203B
$17.5 Billion 0.22% of portfolio
603,943
Q2 2025 Added 27.41%
$59.7B
$16.8 Billion 0.21% of portfolio
32,050
Q2 2025 Added 53.45%
$150B
$16.9 Billion 0.21% of portfolio
56,431
Q2 2025 Added 24.09%
$53.1B
$16.7 Billion 0.21% of portfolio
54,054
Q2 2025 Added 55.55%
$222B
$16.9 Billion 0.21% of portfolio
57,930
Q2 2025 Added 11.31%
$3.68B
$16.6 Billion 0.21% of portfolio
41,118
Q2 2025 Added 84.01%
$227B
$16 Billion 0.2% of portfolio
50,163
Q2 2025 Added 27.1%
$182B
$15.8 Billion 0.2% of portfolio
168,934
Q2 2025 Added 9.93%
$229B
$16.3 Billion 0.2% of portfolio
111,735
Q2 2025 Added 26.18%
$187B
$16.2 Billion 0.2% of portfolio
39,949
Q2 2025 Added 20.73%

Summary

  • Portfolio
  • No. of Stocks 1,090
  • Current Value $8.08 Trillion
  • Prior Value $5.27 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 519 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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